Overview

I have been in the Financial Services industry since 1975. Current book of business consists of 3 401K Plans and approx 45 individual clients IRA's and Individual accounts, held at E*Trade. Looking to increase AUM. Would prefer younger advisor to help build AUM and eventually (3-5 years) buy me out of the firm over the next 5 years. Please have a book of business that is FEE ONLY and asset management only. Prefer retirement plans and custodian other than E*Trade.

Market
Advisor/RIA
Last Activity
2 weeks

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